Podcasts about personal banking system

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Best podcasts about personal banking system

Latest podcast episodes about personal banking system

Money Boss
#236 – Banking on Yourself: Mastering Wealth Building Strategies with Mark Willis, CFP

Money Boss

Play Episode Listen Later May 22, 2024 48:19 Transcription Available


"Banking on Yourself" --- Why is it gaining traction? What can it truly offer to your financial planning?Join me as Mark Willis, a Certified Financial Planner and leading authority on this concept, reveals how you can use whole life insurance policies not just for assurance, but as a dynamic tool for building wealth.How can this strategy help you save for retirement or your next car, or even your children's education? Discover the unique benefits and applications of banking on yourself with Mark Willis, and explore how you can take control of your financial future today.Anna's Takeaways:Intro (00:00)Saving And Recapturing Interest (02:01)Personal Finance And Retirement Planning (06:49)Using Whole Life Insurance As A Banking System (12:17)Life Insurance Benefits And Tax Advantages (15:42)Using Life Insurance Policies As Investment Buckets (21:54)No Credit Check Or Repayment Plan (27:29)Personal Banking System (30:35)Investment Vehicle (35:35)Meet Mark Willis:Mark Willis, CFP® is a man on a mission to help you think differently about your money, your economy and your future. Mark is a CERTIFIED FINANCIAL PLANNER™, a three-time #1 Best Selling Author and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. As co-host of the Not Your Average Financial Podcast™, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you will not outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of financing, and create tax-free income in retirementRate, Review, & Follow on Apple PodcastsMoney Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!FREE GUIDE- Kid Money Boss: School isn't teaching my son about Money. It's up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.Guest Websites:Lake Growth Financial Services: https://lakegrowth.com/Not Your Average Financial Podcast: https://nyafinancialpodcast.com/YouTube: https://www.youtube.com/channel/UCw-DvhKT2EaPFdncLy39LIQLinkedIn: https://www.linkedin.com/in/marklakegrowth/Twitter:https://twitter.com/LakeGrowthFacebook: https://www.facebook.com/lakegrowthInstagram:

Breakaway Wealth Podcast
Requirements for a Personal Banking System

Breakaway Wealth Podcast

Play Episode Listen Later Apr 6, 2021 14:27


Join Harper Jones today as he takes over Breakaway Wealth and discusses characteristics  you should be looking for in an insurance company and what is necessary to get your personal banking system started. Things to look for in a an insurance company: Dividend paying whole life insurance policy that allows you to participate in the surplus profits A mutual company that allows you to be the owner A stable, established company Strong financials, not just highly rated Accommodates Infinite Banking Concept Properly designs a policy that allows for the highest cash flow without MEC-ing your contract Provides strong, guaranteed values  Reinvests dividends back into your policy    Connect with Harper: Email: harper@createtailwind.com Facebook: CreateTailwind  Website: https://createtailwind.com/ LinkedIn: Harper Jones

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Archive 5 of Entrepreneurs On Fire
1345: What Would the Rockefellers Do? with Michael Isom

Archive 5 of Entrepreneurs On Fire

Play Episode Listen Later Nov 3, 2017 28:27


Visit EOFire.com for complete show notes of every Podcast episode. Michael is the Co-author of What Would the Rockefellers Do?, a speaker, wealth strategist, entrepreneur, influencer, creator of The 20/20 Personal Banking System, and owner of Optic Financial. His entrepreneur life started in August 1993.

Achieve Your Goals with Hal Elrod
What Would the Rockefellers Do? (Interview with Michael Isom)

Achieve Your Goals with Hal Elrod

Play Episode Listen Later Dec 30, 2016 41:41


Today’s episode is an interview with our guest, author, entrepreneur, educator, speaker, wealth strategist and the owner of Optic Financial and the creator of the 20/20 Personal Banking System, Michael Isom. Michael started selling mobile phones while still going to college in 1993. With his natural ability he was earning over S200, 000 a year at the age of 22! In his career he acquired considerable expertise in 401 Case, Term and Permanent Life Insurance, Mutual Funds, Macro Economics and real estate and many others! Want to know how the wealthy get and stay wealth? In this episode, you’ll discover: Your #1 asset for generating income… Your #1 investment for the greatest ROI… Your #1 strategy for building lasting wealth. [01:14] Guest Intro [03:40] Michael’s First Goal [06:03] What Michael was Earning Prior to the $200,000 per year [07:08] The Most Significant Adversity You Have to Overcome in Your Journey [14:34] What Will the Rockefellars Do? How to Get and Stay Wealthy [15:31] Banks Agenda to Consumers [18:33] Principles to Follow with Money and Finance [25:17] What Do You Do with the Cash you Earned? [27:20] Where to Store Your Cash? [27:45] About Cash Flow Insurance [29:25] Why Cash Flow is a Strategy? [33:31] Takeaway [35:08] Words of Advice [36:37] Pleasant Surprise Giveaway! [38:50] Recap on Michael’s Big Lessons For a limited time you can get a free copy of What Would the Rockefellers Do? Exclusively for our Achieve Your Goals listeners!   “Your number one asset is your human life value.” – Hal Elrod CLICK TO TWEET   TRANSCRIPTS Download the Transcript for Episode #151 (PDF) JOIN THE CONVERSATION If you enjoyed this post, if it added value to your life, please leave a quick comment below and SHARE with your friends. Thank YOU for paying it forward! :^) COMMENT QUESTION: What is your big takeaway?. Write it in the comments below. WANT TO COACH WITH HAL ELROD? Get a $1 (7-day Trial) of Hal Elrod’s “Best Year Ever Coaching” program at www.BestYearEverCoaching.net   SUBMIT A QUESTION Do you have a question you would like answered on a future podcast? Click the button below. EPISODE RESOURCES Hal Elrod Website Hal Elrod Facebook Hal Elrod Twitter The Best Year Ever Achieve Your Goals Podcast on iTunes (Rate and Review!) The Miracle Morning Michael Isom

Entrepreneurs on Fire
What Would the Rockefellers Do? with Michael Isom

Entrepreneurs on Fire

Play Episode Listen Later Jun 27, 2016 28:17


Michael is the Co-author of What Would the Rockefellers Do?, a speaker, wealth strategist, entrepreneur, influencer, creator of The 20/20 Personal Banking System, and owner of Optic Financial. His entrepreneur life started in August 1993.

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Influencers Radio with Jack Mize
Michael Isom - 20/20 Personal Banking

Influencers Radio with Jack Mize

Play Episode Listen Later Apr 28, 2015 49:16


Michael Isom, Creator of the 20/20 Personal Banking System, shares how he set out to find a better way to not only grow his money, but to keep it safe. After losing millions in 2007, Michael developed a unique strategy he now shares to help his clients achieve peace of mind, knowing that their money is safe and guaranteed.According to Michael, you and your business, or your career, are your biggest money-making assets which you can grow if you use your own resources when needed, as opposed to borrowing and paying high interest.Michael unfolds real world, eye opening examples of the powerful principles he's developed and how the 20/20 Personal Banking System is helping those that want to be in control of their financial destiny.To learn more: http://OpticFinancial.com

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Influencers Radio with Jack Mize
Michael Isom - 20/20 Personal Banking

Influencers Radio with Jack Mize

Play Episode Listen Later Apr 28, 2015 49:16


Michael Isom, Creator of the 20/20 Personal Banking System, shares how he set out to find a better way to not only grow his money, but to keep it safe. After losing millions in 2007, Michael developed a unique strategy he now shares to help his clients achieve peace of mind, knowing that their money is safe and guaranteed.According to Michael, you and your business, or your career, are your biggest money-making assets which you can grow if you use your own resources when needed, as opposed to borrowing and paying high interest.Michael unfolds real world, eye opening examples of the powerful principles he's developed and how the 20/20 Personal Banking System is helping those that want to be in control of their financial destiny.To learn more: http://OpticFinancial.com

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